The mega-industries of energy, healthcare, and digital advertising aren’t just ripe for disruption … they’re already being shaken to the core by tech advancements that were thought impossible just a short while ago.
For the energy industry, solid-state batteries could change everything. And it’s not a moonshot, anymore. These are the next-gen saviors of the battery industry, and by extension, the entire EV segment.
Billions of dollars are pouring into advanced technology that is no longer in the realm of pure imagination. It’s being commercialized as we speak, and the auto industry’s giants are piling in.
And the healthcare industry, broken and severely challenged as it has been, isn’t just being disrupted–it’s being digitally rewritten. Telemedicine was soaring even before the pandemic. Now it’s explosive.
Continued advances in digital technology, imaging, gene editing (no longer fiction), and AI are threatening to completely sideline annual doctor visits, according to the Wall Street Journal. Your next doctor might end up being an AI brain that thinks like thousands of doctors at once.
The tech stocks behind that will be one of the biggest beneficiaries of the era.
And it’s attracting some very big money. Total VC investment into the digital health space in H1 2021 was $14.7 billion. And the year’s not over yet. McKinsey sees it hitting $30 billion by the time the year is out.
All of it circles back around to an industry that’s always been huge … but is ready for a sea change: Digital advertising, which is growing at 2X the rate of the overall industry and should gain another 12% this year alone.
The big disruptor here is “programmatic advertising”, which turns ad targeting into a game of supercomputers and sophisticated algorithms. This niche segment should see almost 30% growth this year.
In all three industries, the combined disruption sets the stage for brilliant early-in opportunities for investors.
These are the top 3 stocks on our tech advancement radar:
#1 Quantumscape (NYSE:QS)
Quantumscape has been an exciting stock for early-in investors to own, but it’s built on a foundation that makes every bit of sense in today’s EV battery market.
Li-ion batteries come with a suite of clear disadvantages, including capacity, peak charge deterioration over time, overheating, and the necessity for serious cooling systems. That’s not to mention their penchant for exploding or catching on fire if damaged or compromised.
Because of that, the holy grail for EV makers is now the solid-state battery, which uses a solid electrolyte instead of a liquid or polymer, and can deliver two to 10 times the energy density of lithium-ion. They’re more powerful, without consuming the extra space. And they should be able to charge faster.
BIg Auto is all over this, with the latest headlining news being Toyota’s (NYSE:TM) $13.6 billion investment commitment into the space. But betting on Toyota isn’t going to land an investor any massive rewards … betting on a smaller company focused solely on solid state could.
That’s QuantumScape, the California-based development-stage company that is working towards the commercialization of solid-state lithium-metal batteries for EVs and other applications (think: energy storage).
It’s got some pretty big names behind it, including Bill Gates, SAIC Motors, and even Volkswagen (OTCPK:VWAGY). That’s because it’s widely seen as the leader in this space. QuantumScape’s solid-state battery can hit an 80% charge in under 15 minutes (it takes Li-ion batteries over an hour to reach this). It also boasts lower manufacturing costs that come in about 17% cheaper than its lithium-ion counterparts. It’s got better range and longer battery life, too.
Investors jumping in on this are betting on the future. This is a speculative play, but QuantumScape plans to bring its prototype into commercialization by 2022 and enter commercial production between 2024 and 2025. The speculative nature makes this stock a favorite of short sellers, too, but so far, big names aren’t flinching.
American healthcare is broken, and digital offerings are a major element of the fix, but the North American based Treatment.com takes things quite a few steps further with its answer to big tech for healthcare, with the most sophisticated Global Library of Medicine AI platform that thinks like a doctor because it’s been trained by hundreds of them, from all over the world.
The AI is “Cara”, the brains behind Treatment’s Cara Health mobile app that provides consumers with symptom checks, personalized health assessments, and full-on healthcare and wellness management from…
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